Setup Multilingual Invites to a Portal Connector Site


The following article assumes that your Portal website and Dynamics 365 (D365) is already configured to support multiple languages. It also assumes that you have registered your site as a Portal record in D365.

  1. On your Portal website, create an Invite page in the default language and in the other language(s) you want to support. In the example below, I have created an invite page called Invite in both English and French.

    The URL for the non-default language pages will typically be something like {domain}/{language short name}/{page name}. In my example, it is Note this URL as you will need it later.

  2. After creating the invite page in both languages, navigate to D365. From there, go to Advanced settings > Portals. Open your portal record. When you do this, you will see a forward arrow on the top navigation next to your Portal website name. Click on the forward-facing arrow and select Portal Invite URLs as I have shown in the example below:
  3. You should see the Portal Invite URL an interface. To add the invite URL, select New Portal Invite URL button. 
  4. A popup form should appear where you can add the information for your other language invite URL. Fill out all 4 pieces of information on the form and click save and close after you are done. Note, the default invite page should have already been registered when you created the portal record so you only need to register the invite URL for the other language.

    A new invite URL record should be created and will appear on Portal Invite URL page’s list. If it doesn’t appear, click on the refresh button.

  5. Go to Settings > Templates > select Email Templates and then click on the New button to create a new template.
  6. A popup will appear to select Email Template Type. For now, you can select the default type of Global and click OK.
  7. You should see the New Email Template form. From there, select the dropdown arrow next to new and select Start with existing templates.
  8. Search for Portal Invite Template and then Select it. You will get a popup if you would like to save your changes before leaving. Click Discard changes.
  9. The template name must begin with “Portal Invite Template”, but feel free to add anything afterwards such as “– FR”. Set the Permission level to Organization, specify the language and enter the relevant translation in the subject and body of the email before clicking Save & Close.
  10. Navigate to a contact in the CRM and invite that user to the portal.
  11. Select the Language from the dropdown that you want to invite the user in and click Save. After doing this, the user should have an email in his/her inbox with the template you created.